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iShares MBS ETF
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Overview Fund Activity

916 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 318 increasing their positions, 400 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
12.44%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.91%
New
108
Increased
318
Reduced
400
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
+$268M
2
LPL Financial
LPL Financial
California
+$226M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$126M
4
UBS AM
UBS AM
Illinois
+$98.7M
5
Jane Street
Jane Street
New York
+$85.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
EP
Essential Planning
New Hampshire
-$305M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$202M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$113M
5
RWP
RWA Wealth Partners
Massachusetts
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$5.75M +$320K +3,415 +6%
SXL
252
Summit X LLC
Missouri
$5.74M -$808K -8,618 -12%
FPCP
253
Fort Point Capital Partners
California
$5.72M +$284K +3,027 +5%
WIA
254
World Investment Advisors
California
$5.72M -$601K -6,406 -10%
LG
255
Leuthold Group
Minnesota
$5.69M -$6.24M -66,579 -52%
LA
256
Lindenwold Advisors
Pennsylvania
$5.68M +$314K +3,345 +6%
FAT
257
First American Trust
California
$5.56M +$348K +3,713 +7%
IAN
258
Integrated Advisors Network
Texas
$5.56M +$2.22M +23,717 +67%
MWM
259
McNaughton Wealth Management
California
$5.5M +$5.5M +58,627 New
CAM
260
Cobblestone Asset Management
Virginia
$5.42M -$385K -4,103 -7%
BWAM
261
Boyd Watterson Asset Management
Ohio
$5.4M +$418K +4,459 +8%
BEI
262
Benjamin Edwards Inc
Missouri
$5.4M +$2.7M +28,758 +100%
ESL
263
Endurance Services Ltd
New York
$5.4M – – –
P
264
&Partners
Tennessee
$5.33M +$549K +5,868 +11%
SAW
265
Signal Advisors Wealth
Michigan
$5.26M -$440K -4,694 -8%
SWM
266
SigFig Wealth Management
California
$5.22M -$768K -8,196 -13%
SWC
267
Spectrum Wealth Counsel
Indiana
$5.21M -$1.12M -11,967 -18%
SL
268
SWMG LLC
Texas
$5.18M +$1.74M +18,700 +51%
KFSC
269
Keystone Financial Services (Colorado)
Colorado
$5.16M -$1.41M -14,993 -21%
EP
270
Essential Planning
New Hampshire
$5.11M -$305M -3,257,033 -98%
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$4.93M -$2.85M -30,378 -37%
CM
272
Columbus Macro
Pennsylvania
$4.93M +$292K +3,116 +6%
CWM
273
Congress Wealth Management
Massachusetts
$4.92M -$47.5M -506,359 -91%
OAM
274
Oppenheimer Asset Management
New York
$4.89M -$6.19K -66 -0.1%
Legacy Financial Group (Iowa)
275
Legacy Financial Group (Iowa)
Iowa
$4.85M -$1.28M -13,689 -21%
9 10
11
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